See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,694 | $102,317+89.3% | $146,958+31.8% | $80,856+139.6% |
| Participation rate | 40.0% | 75.8%-35.8pp | 82.2%-42.2pp | 67.6%-27.6pp |
| Annual return | 20.83% | 134.76%-113.9pp | 418.34%-397.5pp | 35.59%-14.8pp |
| Employer contribution / active EE | $1,452 | $3,713-60.9% | $4,933-70.6% | $2,755-47.3% |
| Participant deferral / active EE | $5,526 | $6,644-16.8% | $8,070-31.5% | $4,296+28.6% |
| Admin fee / account holder | $40,504 | $7,941+410.0% | $12,998+211.6% | $6,918+485.5% |